Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
0.11%
6 Months
5.61%
10.76%
1 Year
10.19%
8.14%
3 Years
9.70%
7.76%
5 Years
7.80%
10.03%
Since Inception
13.10%
11.69%
Fund Age
14 yrs 11 mo
6 yrs 8 mo
AUM
₹88.88 Cr
₹87.23 Cr
Alpha – 1 Year
10.54%
8.57%
Alpha – 3 Years
0.70%
−0.81%
Information Ratio – 3 Years
0.00
0.02
Volatility – 1 Year
15.04%
23.09%
Volatility – 3 Years
14.30%
18.26%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
0.37
0.21
Sharpe Ratio – 3 Years
0.35
0.22
Worst Rolling Year
4.17%
6.59%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−20.16%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 19% · M 1% · S 70%
Number of Stocks
37
41
Portfolio P/E
—
25.23
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%